Salesforce Optimizer

Salesforce Optimizer is a Lightning Experience app available for free in Professional, Enterprise, Performance, Unlimited, and Developer Editions. It takes a snapshot of your Salesforce org and looks for potential problems in your implementation. It gives detailed data insight right inside your org on more than 50 metrics covering everything from storage, fields, custom code, custom layouts for objects, reports, dashboards, etc. The optimizer is an effective tool for the developers and admins to keep the Salesforce organization clean and can be run in the sandbox or the production instance.

Key Features of Salesforce Optimizer

• Salesforce Optimizer generates a list sorted by type, level of effort, and status to help you figure out what to tackle first when cleaning up the Salesforce org. 
• Salesforce Optimizer identifies potential candidates for clean-up when scanning through all the custom fields and page layouts.
• Salesforce Optimizer recommends new features that provide real value to users to keep up with the yearly releases. 
• Transitioning from Classic to Lightning is easier with the Salesforce Optimizer reports.

Running a Scan

• In Setup, enter “Optimizer” in the quick find box.
• Click “Allow Access” to authorize the Optimizer to analyze your org.
• Click “Save and Close”.
• Click “Open Optimizer” (the app launches in the org).
• Click “Run Optimizer”.
• Once the scan is finished, a list of findings, sorted by status, is viewable.

Improve Org Performance with Salesforce Optimizer

• Salesforce Optimizer flags any standard or custom object with more than 350 fields. The user can determine the usefulness of those in the “Field Usage” row to see whether those fields are populated with data. 
• Salesforce Optimizer flags objects on which too much automation is running, influencing user experience. 
• Salesforce Optimizer flags objects on which multiple Apex Triggers have been written, as this can cause you to hit the Apex limits, creating terrible user experiences.
• Salesforce Optimizer also flags if you haven’t activated the My Domain customization in your org.

Use Case

It has been reported that the org performance is affected, and the users are having a bad experience working on prospect data in Salesforce. What should an administrator do to understand the areas needing improvement and devise remedial actions?

Solution: Run a scan through “Salesforce Optimizer”

Reason: The Salesforce Optimizer is an effective tool that looks for potential problems in your implementation and gives detailed data insight right inside your org on more than 50 metrics covering everything from storage, fields, custom code, custom layouts for objects, reports, dashboards, etc. Administrators and developers can run the optimizer in the sandbox or the production instance and take remedial actions accordingly.

Conclusion 

As we conclude our exploration of the Salesforce Optimizer and its pivotal role in enhancing Salesforce org efficiency, it’s clear that the right tools and insights are crucial for maintaining a streamlined, effective system. The Optimizer’s ability to pinpoint areas for improvement and suggest actionable solutions is invaluable for administrators and developers alike, ensuring your Salesforce org remains at the peak of performance and usability.

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